SFA
Source Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,259
| Closed | -$258K | – | 118 |
|
|
2022
Q1 | $258K | Sell |
1,259
-996
| -44% | -$204K | 0.08% | 100 |
|
|
2021
Q4 | $502K | Buy |
2,255
+52
| +2% | +$11.6K | 0.14% | 74 |
|
|
2021
Q3 | $482K | Sell |
2,203
-292
| -12% | -$63.9K | 0.13% | 71 |
|
|
2021
Q2 | $572K | Buy |
2,495
+2
| +0.1% | +$459 | 0.15% | 70 |
|
|
2021
Q1 | $551K | Sell |
2,493
-309
| -11% | -$68.3K | 0.15% | 69 |
|
|
2020
Q4 | $549K | Buy |
+2,802
| New | +$549K | 0.15% | 72 |
|